Prudent Man Investment Management, Inc. Portfolio Holdings

Prudent Man Investment Management, Inc.

  • $181 Billion
  • Q4 2024

Prudent Man Investment Management, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Trust with a value of $57.6B, Dimensional ETF Tr U S Core Eq with a value of $52B, Dimensional ETF Tr Us Marketwi with a value of $18.5B, Dimensional ETF Tr with a value of $15.3B, and Dimensional ETF Tr with a value of $15.3B.

Examining the 13F form we can see an increase of $181B in the current position value.

Prudent Man Investment Management, Inc. is based out at Louisville, CO

Below you can find more details about Prudent Man Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $181 Billion
ETFs: $110 Billion
Technology: $4.24 Billion
Financial Services: $486 Million
Industrials: $318 Million
Consumer Defensive: $310 Million
Healthcare: $300 Million
Consumer Cyclical: $291 Million
Communication Services: $247 Million
Other: $487 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$3.55 Billion 1.97% of portfolio
14,190
Q4 2024 New
-
$1.75 Billion 0.97% of portfolio
-
Q4 2024 New
$79B
$235 Million 0.13% of portfolio
1,221
Q4 2024 New
$3.05T
$219 Million 0.12% of portfolio
520
Q4 2024 New
$281B
$191 Million 0.11% of portfolio
2,115
Q4 2024 New
$327B
$194 Million 0.11% of portfolio
1,448
Q4 2024 New
$447B
$177 Million 0.1% of portfolio
1,642
Q4 2024 New
$116B
$178 Million 0.1% of portfolio
366
Q4 2024 New
$464B
$139 Million 0.08% of portfolio
832
Q4 2024 New
$16.2B
$103 Million 0.06% of portfolio
260
Q4 2024 New
$41.8B
$95.8 Million 0.05% of portfolio
1,134
Q4 2024 New
$199B
$89.5 Million 0.05% of portfolio
804
Q4 2024 New
$211B
$93.1 Million 0.05% of portfolio
179
Q4 2024 New
$371B
$69.4 Million 0.04% of portfolio
1,580
Q4 2024 New
$245B
$70.4 Million 0.04% of portfolio
200
Q4 2024 New
$93.3B
$50 Million 0.03% of portfolio
248
Q4 2024 New
$222B
$59.6 Million 0.03% of portfolio
104
Q4 2024 New
$829B
$47.9 Million 0.03% of portfolio
62
Q4 2024 New
$405B
$60 Million 0.03% of portfolio
415
Q4 2024 New
$155B
$49.4 Million 0.03% of portfolio
200
Q4 2024 New
$6.23B
$38.7 Million 0.02% of portfolio
200
Q4 2024 New
$226B
$43.5 Million 0.02% of portfolio
150
Q4 2024 New
$30.8B
$34.5 Million 0.02% of portfolio
185
Q4 2024 New
$198B
$30.4 Million 0.02% of portfolio
200
Q4 2024 New
$808B
$42.7 Million 0.02% of portfolio
178
Q4 2024 New
$154B
$44.7 Million 0.02% of portfolio
1,190
Q4 2024 New
$32.3B
$28.2 Million 0.02% of portfolio
300
Q4 2024 New
-
$37.3 Million 0.02% of portfolio
-
Q4 2024 New
$304M
$34.8 Million 0.02% of portfolio
800
Q4 2024 New
$614B
$38.1 Million 0.02% of portfolio
84
Q4 2024 New
$341B
$31.6 Million 0.02% of portfolio
178
Q4 2024 New
$303B
$44.6 Million 0.02% of portfolio
308
Q4 2024 New
$27B
$35.8 Million 0.02% of portfolio
300
Q4 2024 New
$402B
$38.2 Million 0.02% of portfolio
228
Q4 2024 New
$1.07T
$11.9 Million 0.01% of portfolio
60
Q4 2024 New
$4.57B
$9.33 Million 0.01% of portfolio
191
Q4 2024 New
$575B
$10.7 Million 0.01% of portfolio
34
Q4 2024 New
$170B
$20.8 Million 0.01% of portfolio
520
Q4 2024 New
$232B
$21.7 Million 0.01% of portfolio
180
Q4 2024 New
$26.1B
$26.3 Million 0.01% of portfolio
300
Q4 2024 New
$36.9B
$13.5 Million 0.01% of portfolio
200
Q4 2024 New
$92.3B
$20.5 Million 0.01% of portfolio
1,020
Q4 2024 New
$33.3B
$13.1 Million 0.01% of portfolio
111
Q4 2024 New
$229B
$19 Million 0.01% of portfolio
64
Q4 2024 New
$471B
$10.1 Million 0.01% of portfolio
11
Q4 2024 New
$129B
$12.2 Million 0.01% of portfolio
132
Q4 2024 New
$300B
$13.9 Million 0.01% of portfolio
20
Q4 2024 New
$15.3B
$20.4 Million 0.01% of portfolio
700
Q4 2024 New
$84.9B
$12.2 Million 0.01% of portfolio
129
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $181 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 169 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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